VBR vs SQLV

AVBR

BSQLV

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · SQLV $15,155

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common5.4%VBR and SQLV

VBR

SQLV

Vanguard Morningstar Small-Cap Value ETF · $35.1BRoyce Quant Small-Cap Quality Value ETF · $41M

+20.8%3 years · per year$17,630 · $16,710+18.7%

+9.6%5 years · per year$15,849 · $15,155+8.7%

0.05%Expense ratio$5 · $60 on $10k · lower wins0.60%

1.77%12-mo yield$177 · $99 on $10k0.99%

−8.9%Worst dropSmaller wins−7.7%

13.9%VolatilityLower wins16.0%

5–1VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · SQLV

0.2%WTFC0.3%

0.2%SM0.8%

0.2%PLXS0.2%

0.1%ST0.3%

Held in common5.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk		0.60%	0.99%	+3.0%	+27.7%	+33.0%	+18.7%	+8.7%	−7.7%	$41M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBR vs SQLV

VBR

Vanguard Morningstar Small-Cap Value

$15,849

SQLV

Royce Quant Small-Cap Quality Value

$15,155

MeasureVBRSQLV

Fee0.05%0.60%

Cost on $10k a year$5$60

Yield1.77%0.99%

5 years, per year+9.6%+8.7%

3 years, per year+20.8%+18.7%

Worst drop · 1Y−8.9%−7.7%

Volatility · 1Y13.9%16.0%

5–1measures won
VBR first

5.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VBR, SQLV

Today

5.4%most shared, VBR and SQLV

VBRSQLV

VBR—5.4%

SQLV5.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

SQLV$99 − $60 = $39

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee